KLA Corporation (KLAC) Rose on Strong Results and Process Control Demand
Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the "Jensen Quality Growth Equity Strategy".
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 193,367 | $58,340,878 | -2% | 1.19% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 150,000 | $45,256,500 | 1.03% | |
| 3. | Ayrshire Capital Management John Nevin Jr. | 32,816 | $9,900,858 | -27% | 4.64% |
| 4. | Lee Munder Capital Group Lee Munder | 13,694 | $4,131,617 | 0.22% | |
| 5. | Sciencast Management Qing Li | 3,450 | $1,040,899 | 0.22% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $301.03 | 377 | $113,486.43 | 12,017 | 2021-05-11 | Filing | |
| $101.57 | 107 | $10,868.10 | 6,815 | 2018-04-27 | Filing | |
| $107.09 | 204 | $21,845.95 | 6,708 | 2018-02-14 | Filing | |
| $64.44 | 67 | $4,317.21 | 19,610 | 2015-03-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $265.69 | 27,701 | $7,359,878.69 | 263,472 | 2026-07-02 | Filing | |
| $265.69 | 196 | $52,075.24 | 19,575 | 2026-07-02 | Filing | |
| $285.30 | 14,392 | $4,106,037.60 | 53,367 | 2026-07-01 | Filing | |
| $2,213.37 | 4,512 | $9,986,725.44 | 71,383 | 2026-06-11 | Filing | |
| $1,794.00 | 4,512 | $8,094,528.00 | 75,895 | 2026-05-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,865,552 | $2,373,115,834 | 88.42% | |
| 2. | 5,509,989 | $1,662,418,785 | 1.43% | |
| 3. | 4,857,154 | $1,462,683,522 | 1.4% | |
| 4. | 4,403,071 | $1,328,450,551 | 3.55% | |
| 5. | 3,163,994 | $954,608,630 | 0.55% |